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Williams‑Sonoma (WSM): Margin-Led Earnings Strength Amid Stalled Top Line

by monexa-ai

WSM delivered fiscal 2025 profit strength—**net income $1.13B (+18.97%)**—on **gross margin 46.45%**, even as revenue slipped to **$7.71B (-0.52%)**.

Retail logo with earnings charts, home decor motifs, analyst sentiment symbols in soft purple lighting

Retail logo with earnings charts, home decor motifs, analyst sentiment symbols in soft purple lighting

Key takeaways — fiscal 2025 in one paragraph#

Williams‑Sonoma [WSM] closed fiscal 2025 with revenue of $7.71B (-0.52% YoY) while delivering net income of $1.13B (+18.97% YoY) and expanding gross margin to 46.45% (+3.83ppt YoY) — a margin-led outperformance funded, in part, by aggressive buybacks (common stock repurchased $807.48M in FY2025). Free cash flow softened to $1.14B (-23.56% YoY) even as operating cash generation remained healthy at $1.36B; the company finished the year with $1.21B cash on hand and a modest net-debt position of $134.3M. These facts frame the central narrative for [WSM]: the firm is converting stalled top-line trends into outsized profitability through mix, pricing and capital allocation — a structurally attractive but cyclical profile that leaves the stock sensitive to revenue momentum and guidance. (Financials from company filings and consolidated fiscal statements) MarketScreener.

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